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TWM

Tradition Wealth Management Portfolio holdings

AUM $1.41B
1-Year Est. Return 19.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$7.23M
3
+$5.76M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$5.71M
5
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$4.79M

Top Sells

1
+$9.75M
2
+$6.94M
3
+$5.92M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.13M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.83M

Sector Composition

1 Technology 8.32%
2 Financials 3.52%
3 Consumer Discretionary 2.34%
4 Healthcare 1.61%
5 Industrials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMI icon
276
Cummins
CMI
$95.6B
$535K 0.04%
994
+5
HIMS icon
277
Hims & Hers Health
HIMS
$7.15B
$530K 0.04%
25,518
+513
CRWV
278
CoreWeave Inc
CRWV
$62.4B
$529K 0.04%
6,832
-230
ZJAN
279
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
$115M
$527K 0.04%
19,323
+1,000
HACK icon
280
Amplify Cybersecurity ETF
HACK
$2.37B
$524K 0.04%
6,975
SCHO icon
281
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$523K 0.04%
21,552
-4,505
LMT icon
282
Lockheed Martin
LMT
$122B
$523K 0.04%
865
+82
KJAN icon
283
Innovator US Small Cap Power Buffer ETF January
KJAN
$333M
$518K 0.04%
12,405
-249
IOCT icon
284
Innovator International Developed Power Buffer ETF October
IOCT
$175M
$517K 0.04%
14,753
DMAR icon
285
FT Vest US Equity Deep Buffer ETF March
DMAR
$421M
$517K 0.04%
12,184
GBIL icon
286
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.8B
$512K 0.04%
5,114
UJAN icon
287
Innovator US Equity Ultra Buffer ETF January
UJAN
$321M
$512K 0.04%
12,048
+5,350
FXH icon
288
First Trust Health Care AlphaDEX Fund
FXH
$893M
$508K 0.04%
4,627
-931
SCHY icon
289
Schwab International Dividend Equity ETF
SCHY
$2.32B
$505K 0.04%
15,958
+567
GOAU icon
290
US Global GO Gold and Precious Metal Miners ETF
GOAU
$194M
$504K 0.04%
11,359
SCHH icon
291
Schwab US REIT ETF
SCHH
$10.3B
$498K 0.04%
23,183
-206
SDOG icon
292
ALPS Sector Dividend Dogs ETF
SDOG
$1.36B
$494K 0.04%
7,603
-32
CIBR icon
293
First Trust NASDAQ Cybersecurity ETF
CIBR
$13B
$494K 0.04%
7,883
-3,497
JMST icon
294
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.57B
$487K 0.03%
9,550
+2,000
UJUN icon
295
Innovator US Equity Ultra Buffer ETF June
UJUN
$108M
$482K 0.03%
12,951
ASML icon
296
ASML
ASML
$712B
$482K 0.03%
365
+6
FAST icon
297
Fastenal
FAST
$53.5B
$478K 0.03%
10,309
+65
EFA icon
298
iShares MSCI EAFE ETF
EFA
$77.2B
$476K 0.03%
4,901
-363
VRP icon
299
Invesco Variable Rate Preferred ETF
VRP
$2.94B
$469K 0.03%
19,546
+285
TXN icon
300
Texas Instruments
TXN
$286B
$468K 0.03%
2,413
+37
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